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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST BANK Service code 21 303 PEACHTREE ST, 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $172,163 |
AT INVESTMENT ADVISERS INC5+ years Filed as: BB&T INVESTMENT ADVISERS, INC. Service code 27 C/O GRAYROBINSON PA · ORLANDO, FL 32801 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN SPECIALISTS, INC. Service code 99 815 EYRIE DRIVE SUITE 2 · OVEIDO, FL 32765 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,106 | $100,801+160.0% | $149,730+75.1% | $73,412+257.0% |
| Participation rate | 85.2% | 77.7%+7.5pp | 82.5%+2.7pp | 72.2%+13.1pp |
| Annual return | 12.33% | 265.34%-253.0pp | 276.70%-264.4pp | 59.30%-47.0pp |
| Employer contribution / active EE | $10,259 | $3,312+209.8% | $4,645+120.8% | $2,234+359.3% |
| Participant deferral / active EE | $8,338 | $6,404+30.2% | $6,843+21.8% | $3,806+119.1% |
| Admin fee / account holder | $250 | $181+38.5% | $9,310-97.3% | $158+58.6% |